Sales & CRM
From first call to signed quote to paid invoice.
Track every deal, send quotes clients sign online, and turn a won deal into an invoice or a project without retyping. Support tickets and subscriptions sit on the same customer.
- Pipeline with weighted forecast
- Versioned quotes with e-sign
- Convert to invoice or project in one click
What you get
Pipeline, quotes with e-sign, tickets with SLAs and subscriptions, in one customer record.
Leads and pipeline
Drag deals through your stages and see a weighted forecast for the month and quarter.
Activities and contacts
Calls, meetings and follow-ups on each deal and contact, so nothing slips.
Quotes with e-sign
Build quotes from your products catalog, revise them as versions and let clients sign online.
Convert to invoice or project
An accepted quote becomes an invoice, a project or both, with the lines carried over.
Tickets with SLAs
Customer support tickets with response and resolution targets, on the same client record.
Subscriptions and suppliers
Recurring billing for retainers and services, renewals, and a supplier list for what you buy.
Sales dashboard
Know your number before the month ends
Pipeline value, weighted forecast, quotes out and tickets breaching SLA, scoped so reps see their own deals.
- Forecast by stage probability
- Win rate and deal velocity
- Rep-level permissions on the server
Quotes
Quotes clients can sign today
Send a link, the client picks optional extras, signs and you are notified. Revisions replace the version that was out.
- Your currency and tax rules
- Optional lines the client chooses
- Full version history
Subscriptions
Recurring revenue without the spreadsheet
Retainers and service plans bill on schedule, and renewals come up before they lapse.
- Monthly, quarterly or yearly
- Renewal reminders
- Linked to the client record
See it live
Click around the real thing
This is ForMe ERP with a sample company. No sign-up, nothing to install.
This is the real product with sample data. Try to create something to get your own sandbox.
Your own sandbox
Try it with your own data, free for 7 days
We create a private copy of the demo company for you in seconds. Change anything, invite nobody, break nothing.
- Ready in under a minute
- Full sample data in every suite
- Arabic and English
- No credit card
Questions, answered
Can reps only see their own deals?
Yes. Visibility is a permission checked on the server, so a rep without "view all" only ever receives their own deals, quotes and activities.
Do quotes support my currency and tax?
Yes. Quotes use your company currency and any extra currencies you enable, with the tax rates and legal fields you configure.
What happens when a quote is accepted?
You convert it to an invoice, a project, or both. Lines, client and amounts carry over, so nobody retypes anything.
Is full accounting included?
Invoicing and payments are included today. Full accounting is coming soon as the Finance suite.
Works with the rest of ForMe
Every suite shares one database, one login and one set of permissions. Turn on what you need, when you need it.
Run your whole company from one place.
Start a free trial with your own workspace, or explore the live demo first. No credit card needed to look around.